For Individuals
  • Decrease font size
  • Reset font size
  • Increase font size
  • Print this page

Forms

The below forms are available to help you manage your retirement accounts. Additional forms, specific to your employer-sponsored retirement plan(s), are available when you log in to Account Access at www.icmarc.org/login.

  • Please note that your employer may require you to use custom forms specific to their plan.
  • Please read all instructions carefully before completing and submitting a form.
  • Adobe Reader 5.0 or higher is needed to view or print the below forms.
  • Some forms can be filled out using your keyboard prior to printing.

Sections

Employer-Sponsored Retirement Plan Forms – 457, 401(a), 401(k)
FormDescription
Beneficiary Designation Form You may update your beneficiary information quickly and securely via Account Access at www.icmarc.org/login. This form is only required if your beneficiary designation requires spousal consent.
Contribution Change Forms 457 Contribution Change Form
Change the amount you contribute to your account. Please Note: Roth contributions are not available in all plans. Please check with your employer or ICMA-RC to confirm availability before selecting the Roth contribution option.
  • Pre-Retirement Catch-Up Form
    Declare your Normal Retirement Age ("NRA") and initiate pre-retirement catch-up contributions to your employer's 457 deferred compensation plan.

401(a) Plan Contribution Amount Change Form
Change the amount of your voluntary after-tax contributions. Please Note: Voluntary after-tax contributions are not available in all plans. Please check with your employer or ICMA-RC to confirm availability in your plan.

401(k) Plan Contribution Amount Change Form
Change the amount you contribute to your account. Please Note: Roth contributions are not available in all plans. Please check with your employer or ICMA-RC to confirm availability before selecting the Roth contribution option.

Direct Deposit Authorization Form Have installment payments from your retirement plan sent directly to your bank account.
Direct Rollover/Transfer to ICMA-RC Packet Request a direct rollover from an eligible retirement plan to a 457 plan or 401 plan with ICMA-RC. See also: Special Tax Notice Regarding Plan Payments
Enrollment Forms 457 Employee Enrollment Form
Enroll in a 457 deferred compensation plan with ICMA-RC. 401 Employee Enrollment Form
Enroll in a 401 plan with ICMA-RC.
Installment Payment Change Form Change your current installment payments (for example, the frequency or amount, or stop payments) or initiate installment payments following a previous withdrawal request. If this is your first time requesting a payment from your account, please contact ICMA-RC and request the applicable Benefit Withdrawal Form.
Name Change Form Submit this form to change the name on your account(s) with ICMA-RC.
One-Time Payment Form Request a one-time payment. If this is your first time requesting a payment from your account, please contact ICMA-RC and request the applicable Benefit Withdrawal Form.
Payment Schedule Tax Withholding Change Form Change the Federal or state income tax withholding on your benefit payments.
Rescission Form Cancel a withdrawal or transfer request from your account.
Transfer to Purchase Service Credit Form Request a transfer of assets to a defined benefit (DB) plan for the purchase of service credits or repayment of a prior refund.

 

Vantagepoint Traditional and Roth IRA Forms
FormDescription
Account Application Open a new account.
Account Application – Vantagepoint Payroll IRA If available through your employer, open a new Payroll IRA account. Includes an Authorization form to establish or change your payroll deduction.
Contribution Coupon Deposit contributions via check.
Custodial Account Agreement & Disclosure Statement Custodial Account Agreement terms and conditions.
Direct Transfer Form Authorize ICMA-RC Services to receive a transfer of assets to a new or existing account from one of the following:
  1. Non-ICMA-RC retirement Plan (401, 403B, or 457)
  2. Non-ICMA-RC Traditional IRA
  3. ICMA-RC Traditional IRA
See also: Special Tax Notice Regarding Plan Payments
Inherited Vantagepoint IRA Account Application Packet For a non-spouse beneficiary to request a direct transfer/rollover of beneficiary assets from an IRA or qualified retirement plan with another provider.
Investment Options Listing of the funds available for investment.
IRS form W-4P: Withholding Certificate for Pension or Annuity Payments Indicate the correct Amount of Federal income Tax to withhold from your payment(s).
Personal Information, Beneficiary Designation, Automatic Investment Change Form Update a name, date of birth, marital status or beneficiaries, and/or initiate or change automatic investments.
Recharacterization Form Recharacterize assets from one IRA type -whether the assets are currently held in a Vantagepoint IRA or held at another custodian-to another IRA type.
Rollover Form Reinvest assets into a Vantagepoint IRA received from:
  1. another Traditional IRA
  2. an eligible retirement plan
See also: Special Tax Notice Regarding Plan Payments
Roth IRA Conversion Form Convert all or part of your existing Traditional IRA- whether the assets are currently in a Vantagepoint IRA or held at another institution- to a Vantagepoint Roth IRA.
Transferring Your ICMA-RC Retirement Plan Account to a Vantagepoint IRA Packet Transfer your ICMA-RC retirement plan account into a Vantagepoint IRA. See also: Special Tax Notice Regarding Plan Payments
Transfer to another provider To transfer your Vantagepoint IRA to another IRA provider, You must complete the other providers' forms. Please contact the other provider and ask for the necessary forms.
Withdrawal To request a withdrawal, please call Investor Services at 800-669-7400 for the proper form.

 

Vantagepoint Coverdell Educational Savings Account (ESA) Forms
FormDescription
Account Packet Establish and/or transfer eligible assets to a new or existing account.
Custodial Account Agreement and Disclosure Statement Custodial Account Agreement terms and conditions
Investment Options List of funds available for investment.
Return to top